Allworth Financial’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.3K	Buy	683 +305	+81%	+$12.7K	﹤0.01%	2286
2025 Q1	$14.4K	Buy	+378	New	+$14.4K	﹤0.01%	2257
2024 Q4	–	Sell	-12	Closed	-$497	–	3980
2024 Q3	$497	Buy	+12	New	+$497	﹤0.01%	3416